North Berkeley Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 2,317 shares of IWR stock, worth $196,087. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,317Holding current value
$196,087% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,540Shares Held
366MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.26 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.22 Billion0.47% of portfolio
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Wells Fargo & Company San Francisco, CA34.2MShares$2.89 Billion0.7% of portfolio
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Us Bancorp \De\18.9MShares$1.6 Billion2.21% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.14 Billion0.8% of portfolio